Top-Tier Investment Manager in Midtown is looking for multiple Internal Wholesalers!
Responsibilities:
Work with Regional Director to formulate and execute territory business plan.
Work with digital media marketing Director to formulate and execute branding campaign
Cultivate relationships with financial representatives via phone and email contact.
Accommodate inbound sales and marketing calls
Initiate outbound marketing phone calls to broker dealer community to market and sell firm products; convey sales ideas; provide product information; and gather marketing data.
Consult with investment advisors to understand needs and cross sell products as appropriate.
Provide service to investment professionals including hypothetical reports and research as needed.
Travel within territory (minimum of 2 times/year)
Qualifications:
Bachelor's Degree or equivalent work experience
Prior sales experience
Must have Series 7 & 63
Prior experience with Mutual Funds is preferable
2 years of prior financial services experience preferred
Team oriented, ability to effectively manage time, strong communication skills
Ability to travel periodically
Ability to work extended hours if necessary
Seniority level
Entry level
Employment type
Full-time
Job function
Sales and Business Development
Industries
Staffing and Recruiting
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